College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Ex-NFL, Ohio State Players Tackle New Advisor Roles
By Janet LevauxOne former football player has gone independent after time with Merrill, while another is joining the firm that manages his money.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 20, 2019
5 Ways Reverse Mortgages Pay You MoneyOne positive of reverse mortgages is that the payouts are not taxable because they are considered a loan.
November 08, 2019
Honoring Advisors Who Serve(d): Veterans Day, 2019ThinkAdvisor's yearly compilation highlights the stories of 14 military veterans who also serve in the financial advisory industry.
November 06, 2019
Merrill, Raymond James to Return $12M in Excess 529 Plan FeesThese matters concern issues that pre-date FINRA's 529 Plan Share Class Initiative, announced earlier this year.
November 01, 2019
Student Loan Help Tax Breaks and Other Employer DreamsWhen Prudential held a benefits trends media briefing in New York, a non-insurance topic was the star.
October 31, 2019
How an Advisor With Dyslexia Uses His Strengths to Help ClientsDaren Blonski tells ThinkAdvisor how he has learned to "work outside the system."
October 30, 2019
Boomers, Gen Xers Carry Bigger Student Debt Loads Than Milliennials: FidelityWorkers in the private health care and social assistance industries had the most debt, Fidelity found.